See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
PARK AVENUE SECURITIES LLC2 years Filed as: PARK NATIONAL BANK Service code 15 · EIN 31-1198067 | Recordkeeping | $153,646 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,052 | $82,917+54.4% | $103,333+23.9% | $77,643+64.9% |
| Participation rate | 99.6% | 71.6%+28.1pp | 74.5%+25.1pp | 70.6%+29.0pp |
| Annual return | 14.44% | 19.13%-4.7pp | 24.88%-10.4pp | 31.24%-16.8pp |
| Employer contribution / active EE | $9,848 | $3,552+177.3% | $3,868+154.6% | $2,726+261.3% |
| Participant deferral / active EE | $3,958 | $4,108-3.6% | $5,057-21.7% | $4,647-14.8% |
| Admin fee / account holder | $125 | $638-80.5% | $8,355-98.5% | $430-71.0% |